IWP
Invenio Wealth Partners’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.48M | Sell |
40,992
-1,628
| -4% | -$257K | 2.57% | 15 |
|
2025
Q1 | $4.62M | Sell |
42,620
-332
| -0.8% | -$36K | 1.94% | 18 |
|
2024
Q4 | $5.77M | Buy |
42,952
+878
| +2% | +$118K | 2.42% | 15 |
|
2024
Q3 | $5.11M | Buy |
42,074
+2,064
| +5% | +$251K | 2.21% | 17 |
|
2024
Q2 | $4.94M | Buy |
40,010
+36,050
| +910% | +$4.45M | 2.45% | 16 |
|
2024
Q1 | $3.58M | Buy |
3,960
+225
| +6% | +$203K | 1.93% | 17 |
|
2023
Q4 | $1.85M | Sell |
3,735
-141
| -4% | -$69.8K | 1.34% | 21 |
|
2023
Q3 | $1.69M | Buy |
3,876
+182
| +5% | +$79.2K | 1.53% | 17 |
|
2023
Q2 | $1.56M | Buy |
+3,694
| New | +$1.56M | 1.77% | 16 |
|